Barbara Jeanne Mitchell Trust
Barbara Jeanne Mitchell Trust consistently spends more than its revenue, leading to a 51% decline in assets over 11 years.
EIN: 207464002 · Las Vegas, NV · NTEE: D20 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $8K |
| Total Expenses | $10K |
| Program Spending | 80% |
| Net Assets | $155K |
| Transparency Score | 65/100 |
Is Barbara Jeanne Mitchell Trust Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Barbara Jeanne Mitchell Trust directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Barbara Jeanne Mitchell Trust
Barbara Jeanne Mitchell Trust (EIN: 207464002) is a nonprofit organization based in Las Vegas, NV, classified under NTEE code D20. The organization reported total revenue of $8K and total assets of $159K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Barbara Jeanne Mitchell Trust's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Barbara Jeanne Mitchell Trust is a micro nonprofit that has been operating for 16 years, with 9 years of IRS 990 filings on record (2011–2022). Revenue has grown at a compound annual rate of 1.7%.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
| Total Revenue | $5K |
| Total Expenses | $10K |
| Surplus / Deficit | $-4,767 |
| Total Assets | $155K |
| Total Liabilities | $1 |
| Net Assets | $155K |
| Operating Margin | -91.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 186.3 months |
Financial Health Grade: B
In 2022, Barbara Jeanne Mitchell Trust reported a deficit of $5K with expenses exceeding revenue, holds 186.3 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 9 years of filings (2011–2022), Barbara Jeanne Mitchell Trust's revenue has grown at a compound annual growth rate (CAGR) of 1.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | -4.4% | +15.3% | -5.7% |
| 2021 | -7.2% | -41.0% | +0.9% |
| 2020 | -46.7% | -52.5% | -12.4% |
| 2019 | +119.6% | +236.5% | -36.6% |
| 2015 | -48.5% | +130.1% | -5.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2010 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Barbara Jeanne Mitchell Trust with a Mission Score of 65 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 80%
- fundraising: 5%
According to IRS 990 filings, Barbara Jeanne Mitchell Trust allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $5K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation has consistently been reported as 0% across all available filings, indicating that the trust operates without paid officers, which is a positive for resource allocation given its small asset base.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Barbara Jeanne Mitchell Trust's IRS 990 filings:
- Consistent operational deficits, with expenses regularly exceeding revenue (e.g., $10,000 expenses vs. $5,233 revenue in 2022).
- Significant decline in total assets over time, from $328,420 in 2011 to $159,323 in 2022, indicating unsustainable spending relative to income.
Strengths
The following positive indicators were identified for Barbara Jeanne Mitchell Trust:
- Zero officer compensation reported across all filings, indicating efficient use of funds by not paying executive staff.
- Very low liabilities, consistently reported as $1 or $0, suggesting strong financial management regarding debt.
- Consistent filing history (9 filings), indicating good compliance and transparency in reporting.
Frequently Asked Questions about Barbara Jeanne Mitchell Trust
Is Barbara Jeanne Mitchell Trust a legitimate charity?
Barbara Jeanne Mitchell Trust (EIN: 207464002) is a registered tax-exempt nonprofit based in Nevada. Our AI analysis gives it a Mission Score of 65/100. It has 9 years of IRS 990 filings on record. Total revenue: $8K. 2 red flags identified. 3 strengths noted. Financial health grade: B.
How does Barbara Jeanne Mitchell Trust spend its money?
Barbara Jeanne Mitchell Trust directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Barbara Jeanne Mitchell Trust tax-deductible?
Barbara Jeanne Mitchell Trust is registered as a tax-exempt nonprofit (EIN: 207464002). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Barbara Jeanne Mitchell Trust's spending goes to programs?
Barbara Jeanne Mitchell Trust directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Barbara Jeanne Mitchell Trust compare to similar nonprofits?
With a transparency score of 65/100 (Good), Barbara Jeanne Mitchell Trust is above average for NTEE category D20 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Barbara Jeanne Mitchell Trust located?
Barbara Jeanne Mitchell Trust is headquartered in Las Vegas, Nevada and files with the IRS under EIN 207464002. It is classified under NTEE code D20.
How many years of IRS 990 filings does Barbara Jeanne Mitchell Trust have?
Barbara Jeanne Mitchell Trust has 9 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $8K in total revenue.
What specific grants or distributions does the Barbara Jeanne Mitchell Trust make?
The provided IRS 990 data does not detail specific grant recipients or the nature of the distributions made by the trust. Further investigation into the trust's specific grantmaking activities would be required to understand its programmatic impact.
Is the trust's asset depletion sustainable in the long term?
Given the consistent trend of expenses exceeding revenue (e.g., $10,000 expenses vs. $5,233 revenue in 2022), the trust's assets have declined from $328,420 in 2011 to $159,323 in 2022. This rate of depletion is not sustainable indefinitely without an increase in revenue or a reduction in expenses.
How does the trust cover its operational deficits?
The operational deficits are covered by drawing down on the trust's existing asset base. This is evident in the consistent decline in total assets over the filing periods.
Filing History
IRS 990 filing history for Barbara Jeanne Mitchell Trust showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2011–2022), Barbara Jeanne Mitchell Trust's revenue has grown by 20.4%, moving from $4K to $5K. Total assets decreased by 52.7% over the same period, from $328K to $155K. Total functional expenses fell by 60.2%, from $25K to $10K. In its most recent filing year (2022), Barbara Jeanne Mitchell Trust reported a deficit of $5K, with expenses exceeding revenue. The organization holds $1 in liabilities against $155K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $155K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2022 | $5K | $10K | $155K | $1 | — | View 990 |
| 2021 | $5K | $9K | $165K | $1 | — | — |
| 2020 | $6K | $15K | $163K | $1 | — | View 990 |
| 2019 | $11K | $31K | $186K | $1 | — | — |
| 2015 | $5K | $9K | $294K | $0 | — | View 990 |
| 2014 | $10K | $4K | $310K | $0 | — | View 990 |
| 2013 | $5K | $17K | $305K | $0 | — | View 990 |
| 2012 | $4K | $13K | $321K | $0 | — | View 990 |
| 2011 | $4K | $25K | $328K | $5K | — | View 990 |
Year-by-Year Financial Summary
- 2022: Revenue of $5K, expenses of $10K, and assets of $155K (revenue -4.4% year-over-year).
- 2021: Revenue of $5K, expenses of $9K, and assets of $165K (revenue -7.2% year-over-year).
- 2020: Revenue of $6K, expenses of $15K, and assets of $163K (revenue -46.7% year-over-year).
- 2019: Revenue of $11K, expenses of $31K, and assets of $186K (revenue +119.6% year-over-year).
- 2015: Revenue of $5K, expenses of $9K, and assets of $294K (revenue -48.5% year-over-year).
- 2014: Revenue of $10K, expenses of $4K, and assets of $310K (revenue +96.4% year-over-year).
- 2013: Revenue of $5K, expenses of $17K, and assets of $305K (revenue +17.1% year-over-year).
- 2012: Revenue of $4K, expenses of $13K, and assets of $321K (revenue -2.1% year-over-year).
- 2011: Revenue of $4K, expenses of $25K, and assets of $328K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Barbara Jeanne Mitchell Trust:
Data Sources and Methodology
This transparency report for Barbara Jeanne Mitchell Trust is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.